Stock portfolio

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All you need to know about calculating NAV units for your stock portfolio

This blog article explains in greater detail how to determine stock portfolio performance based on units of NAV (Net Asset […]

Compare your stock portfolio with S&P500 in Excel

By comparing your stock portfolio performance to index S&P500 you know if the time you spent on analyzing companies paid […]

Calculate your stock portfolio performance with Net Asset Value based on units in excel

In a previous related post we calculated the stock portfolio performance using the most current stock prices compared to buying […]

Automate net asset value (NAV) calculation on your stock portfolio

Introduction In this post I am creating a spreadsheet that will calculate stock portfolio performance. To do this I am […]